Before you can send a BrainStorm Threat Defense phishing campaign, you must first create a Sending Profile, which contains the credentials used to send each campaign. You will need to create a separate Sending Profile for each unique sender name and/or email address. The number of Sending Profiles you need depends on the different campaigns you intend to send. Prior to creating a Sending Profile, you will need to complete Whitelisting BrainStorm Threat Defense.


This document will outline how to create a Sending Profile.


  1. Click New in the Action Bar
  2. Choose Campaign > Simulated Phishing >Sending Profile
  3. Enter a Name
  4. Enter a Sender Name
    1. If using SMTP Auth, the sender name may be overwritten depending on your email server settings.
  5. Enter a Sender Email
    1. If using SMTP Auth, your security settings may require this to match the Username below.
  6. Click the Next arrow
  7. Enter your SMTP Host address
    1. If using SMTP Direct Send, this field will be the MX record from the Microsoft O365 admin center.
  8. Enter your SMTP Port number
    1. If using SMTP Direct Send, this field will be 25 in most cases.
  9. Check Use SSL as needed
  10. Enter a User Name
    1. Must have access to your Email Server
    2. Your security settings may require this to match the information provided on step 5
    3. Leave blank if using SMTP Direct Send
  11. Enter the Password for this user
    1. Leave blank if using SMTP Direct Send
  12. Enter a Reply To Email (optional)
    NOTE: Allows you to route replies to an internal email rather than escalating emails to the spoofed sender (e.g. LinkedIn, Microsoft, etc.). This email will only be visible to the end users if they reply.
  13. Enter a Reply To Name (optional)
  14. Enter a Test Email Account to which QuickHelp will send a test (this is required to verify the settings)
  15. Click Test Email Settings
  16. If successful, click the Finish checkmark
    1. If unsuccessful, please verify the information provided in the different configuration fields or the settings on your Email Server